The Wessex Professional Development Unit (PDU) supports a wide range of specialty training activities each year, across all medical specialties.
This page aims to provide all the necessary funding guidance event organisers need to know when organising their events:
What can be funded
Venues
– Free venues must be booked where possible
– Industry sponsors can financially support the cost of venues, providing HEE sponsorship guidelines are adhered to
Where it is not possible to book a free venue or source industry sponsorship:
– Venues can be funded
– The most cost-effective venue must be sourced/booked
Preferred payment method – direct invoice to the Wessex PDU
Equipment
– Equipment must be borrowed where possible
– Industry sponsors can financially support the cost of equipment, providing HEE sponsorship guidelines are adhered to
Where it is not possible to borrow equipment or source industry sponsorship:
– Equipment can be funded
– The most cost-effective supplier must be sourced/booked
Preferred payment method – direct invoice to the Wessex PDU
Prizes and awards
Industry sponsors can financially support the cost of prizes or awards, providing HEE sponsorship guidelines are adhered to
Where it is not possible to source industry sponsorship:
– Educational prizes or awards can be funded
– The most cost-effective supplier must be sourced/booked
– Monetary prizes or awards cannot be funded
– Prizes or awards containing alcohol cannot be funded
Preferred payment method – event organisers to purchase gifts themselves and claim back (with proof of purchase) via an electronic copy of the Wessex PDU Lecture/Expense Claim Form
Gifts
Industry sponsors can financially support the cost of gifts, providing HEE sponsorship guidelines are adhered to
Where it is not possible to source industry sponsorship:
– Gifts can be funded, providing the recipient(s) do(es) not intend to submit a claim for their time (see below)
– The value of the gift(s) must not exceed the amount the recipient(s) is/are entitled to claim for their time (see below)
– Gifts containing alcohol cannot be funded
Preferred payment method – event organisers to purchase gifts themselves and claim back (with proof of purchase) via an electronic copy of the Wessex PDU Lecture/Expense Claim Form
Lunch
Industry sponsors can financially support the cost of lunch, providing HEE sponsorship guidelines are adhered to
Where it is not possible to source industry sponsorship:
– Lunch can be funded for delegates and event organisers/lecturers/examiners during whole-day events
– Lunch must be sourced via the most cost-effective method/supplier (recommended maximum of £6 per person)
Preferred payment method – event organisers can:
– Purchase lunch themselves and claim back (with proof of purchase) via an electronic copy of the Wessex PDU Lecture/Expense Claim Form
– Ask suppliers to invoice the Wessex PDU directly
Refreshments
Industry sponsors can financially support the cost of refreshments, providing HEE sponsorship guidelines are adhered to
Where it is not possible to source industry sponsorship:
– Refreshments can be funded for delegates and event organisers/lecturers/examiners at intervals during half-day and whole-day events
– Refreshments must be sourced via the most cost-effective method/supplier (recommended maximum of £3 per person)
Preferred payment method – event organisers can:
– Purchase refreshments themselves and claim back (with proof of purchase) via an electronic copy of the Wessex PDU Lecture/Expense Claim Form
– Ask suppliers to invoice the Wessex PDU directly
Preparation and delivery time
It is appreciated that time and effort go into organising and delivering training events, therefore event organisers/lecturers/examiners can (and are encouraged to) claim for their time, within the following guidelines:
– Time to prepare and/or deliver specialty support activity can be funded providing the course organiser/lecturer/examiner has carried out the work in their own time
– Time cannot be funded if course organiser/lecturer/examiner has supported the activity during trust/SPA/study leave time, or can be offset against any of them
– The Wessex PDU’s standard lecture rate is £60.29 per hour (minimum of 1 hour paid) – in line with page 28 of the August 2022 NHS Employers Pay and Conditions Circular (£90.43 per 1.5 hours)
– Any non-standard lecture claims (i.e. more than £60.29 per hour) must have advance approval from the Wessex PDU
Payment methods:
Standard lecture claims – via an electronic copy of the Wessex PDU Lecture/Expense Claim Form
Non-standard lecture claims – direct invoice to the Wessex PDU
Travel and car parking
Consultants:
– Travel and car parking expenses can be funded
– If travelling by car, mileage is claimable at 45p per mile
Payment method – via an electronic Wessex PDU Lecture/Expense Claim Form
Doctors in postgraduate training:
Travel and car parking expenses cannot be funded as they can be claimed back via the employing trusts
How to source funding
New funding applications
When a new specialty training activity is identified, if funding is required, it needs to be applied for via a fully completed (including full breakdown of finance) copy of the Wessex PDU Funding Application Form.
Applicants must seek approval from their Head of School prior to submitting their application.
This process only applies to new activity, and not for any recurring activity (see below) which already has a budget allocation.
Recurring activity
Unless it is stated as a one-off funding requirement, the Wessex PDU will assume that the activity will recur each year and will require recurring funding, therefore a budget will be allocated each year.
Payment methods
– All payment requests must be submitted within 1 month of the completion of the training activity
– Before submitting an invoice or claim, claimants must refer to the relevant section(s) above for clarification of the Wessex PDU’s preferred/stipulated payment method in each scenario
There are 3 payment methods available:
1. Wessex PDU Lecture/Expense Claim Form
2. Direct invoice
3. Indirect invoice – in exceptional circumstances trusts can purchase items and/or pay suppliers’ invoices on behalf of the Wessex PDU, and raise an invoice to the Wessex PDU to seek reimbursement
Invoice details
Suppliers/trusts must include the following information on invoices to the Wessex PDU:
– Training activity title (e.g. O&G Regional Teaching)
– Event date
– Venue
– Reference number: XXBLIU (NC###) – this NC number is available on request and relates to the training activity’s unique Wessex PDU code, which makes it easily identifiable in the HEE finance system
– Address:
HEALTH EDUCATION ENGLAND
T73 PAYABLES F485
PO BOX 312
LEEDS
LS11 1HP
HEE sponsorship guidelines
Wessex PDU funded events can receive additional industry sponsorship, providing:
- The sponsor’s branding is not included on printed or electronic event materials (i.e. programme) alongside Health Education England (HEE) branding
- Sponsors are not invited to attend/contribute during the training activity
- Sponsorship stands are not displayed in the same room as the training activity
Correspondence
Once funding has been approved, each new training activity is allocated a unique Wessex PDU ‘NC’ code. Please quote this number on all correspondence.
Documents
Contact us
wxpduspecialtysupport.se@hee.nhs.uk
01962 690379